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Edward Jones - Financial Advisor: James W Roberson III
- Financial Services
- Blue Mountain Beach, FL
About this business
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Location details
141 Mack Bayou Road, Ste 302, Blue Mountain Beach, FL, 32459, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 4:30 p.m. | |
| Tue | 8:00 a.m. to 4:30 p.m. | |
| Wed | 8:00 a.m. to 4:30 p.m. | |
| Thu | 8:00 a.m. to 4:30 p.m. | |
| Fri | 8:00 a.m. to 4:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
James has been my advisor for many years now. His process is sound and his guidance has worked wonderfully for me and my family. His build from the ground up mentality and long term approach to investing is the right fit for me. It’s proven to be effective in both up and down markets. With James’ advice we just keep winning! Big thanks JR !
I have used James for about ten years and completely trust him with managing my investments. He is great about keeping me updated on my portfolio and any recommended strategy changes, plus we have an annual comprehensive meeting to see how I’m tracking towards retirement and what adjustments, if any, need to be made. I can’t recommend him enough!
James Roberson is the advisor you should trust when it comes to your finances. He listens and gives great advice on what to do now and for the future. He helps you create a plan to help YOU reach YOUR goals. Watching your money grow is so rewarding and James is the guy that can make that happen!
Got great financial advice from James Roberson-he is attentive and responsive-happy to send others his way!
"James, thank you for your great financial coaching today. I think that we made some important progress towards understanding the mechanics of our retirement plan.This will definitely help us reach our goals more efficiently." This is what my wife and I just sent to James Roberson, who is an exceptional individual. Trusting someone with your life savings is no light decision and James has never disappointed us in the five + years he has been our financial advisor.He has taken all the time and skills needed to bring us out of... read more
Frequently asked questions about Edward Jones - Financial Advisor: James W Roberson III
How is Edward Jones - Financial Advisor: James W Roberson III rated?
Edward Jones - Financial Advisor: James W Roberson III has a 5 star rating with 7 reviews.
When is Edward Jones - Financial Advisor: James W Roberson III open?
Edward Jones - Financial Advisor: James W Roberson III is open now. It will close at 4:30 p.m.
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